THE BYERLY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE BYERLY FOUNDATION (EIN 57-0324909)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-03-01
- IRS object ID
- 201630619349100303
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-01T08:06:26-08:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moore Beauston & Woodham LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Hartsville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570324909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BYERLY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYER | BusinessNameControlTxt |
| Phone | 8433832400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 1925 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PUFFER | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2016-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory M Alexander CPA | PreparerPersonNm |
| PTIN | P00558272 | PTIN |
| Phone | 8433321335 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,984,030 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $480,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $480,455 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $480,455 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,936,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,942 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,384,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,384,397 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $480,455 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,322 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,825 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,475 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,932 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,133 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $13,393 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $70 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,332 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,785 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $39,113 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $27,379 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,063 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $494 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $346 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,140,741 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $713,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,288,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $670,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,269,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $480,455 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,353 | CashBOYAmt |
| Cash EOY | $12,226 | CashEOYAmt |
| Cash EOYFMV | $12,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,064,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,291 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,516 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,290 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,290 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $864,858 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $890,582 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $890,582 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,026,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,934,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,934,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,200,414 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,180,976 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,180,976 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,173,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,475,031 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,475,031 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $358,838 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,604 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $145,019 | LandBOYAmt |
| Land EOY | $135,234 | LandEOYAmt |
| Land EOYFMV | $135,234 | LandEOYFMVAmt |
| Total Assets BOY | $22,491,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,984,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,984,030 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,743 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,452 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,359,984 | GrantsPayableBOYAmt |
| Grants Payable EOY | $674,364 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $2 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,362,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $677,818 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,128,534 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,306,212 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,128,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,306,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,491,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,984,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,128,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $670,446 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,798,980 | SubtotalAmt |
| Other Decreases | $2,492,768 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,306,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,942 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$56,324 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $890,114 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,214,898 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04007 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,284,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,463,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $790,692 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,311,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $792,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,916,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03791 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $668,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,826,986 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03372 | DistributionYr5Rt |
| Total Distribution | 0.21049 | TotalDistributionRt |
| Average Distribution | 0.04210 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,577,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $908,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,699 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $921,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,288,201 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,699 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,699 | SubtotalAmt |
| Tax Based On Investment Income | $12,699 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,090 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,090 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,609 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.byerlyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD PUFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8433832400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Second Street | AddressLine1Txt |
| City | Hartsville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRIANNA DOUGLAS | ||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | Chairman | 0.50 | $0 |
| HARRIS DELOACH JR | ||||||
| 620 W HOME AVE | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| BILL PERRY | ||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| BOB BROWN | ||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| MONTY BELL | ||||||
| 812 14TH STREET | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| NANCY MCGEE | ||||||
| 115 W LAIER DR | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| SHELAGH HENDRICKSON | ||||||
| 214 North Fifth Street | HARTSVILLE | SC | 29550 | Admin Assistant | 0.50 | $0 |
| JEROME REYES DR | ||||||
| 447 OAKDALE DR | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| BARRY SAUNDERS | ||||||
| One North Second Street | Hartsvile | SC | 29550 | Treasurer | 0.50 | $0 |
| ALVIN T HEATLEY DR | ||||||
| 1413 Heatley Drive | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| RAINEY KNIGHT | ||||||
| 1 NORTH SECOND STREET | HARTSVILLE | SC | 29550 | Director | 0.50 | $0 |
| RICHARD PUFFER | ||||||
| N SECOND STREET | HARTSVILLE | SC | 29550 | Executive Direc | 20.00 | $48,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization is not involved directly in the active conduct of charitiable activities. The Foundation makes grants to other organizations so that others may carry on active charitable activites. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,249,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,234 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,906,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,906,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,577,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,078,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,078,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,699 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,699 | TotalTaxAmt |
| Distributable Before Adj | $1,066,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,066,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,066,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,288,201 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,288,201 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,699 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,275,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,066,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $986,998 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,288,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $986,998 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $301,203 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $764,994 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BYERLY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 1925 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8433832400 | RecipientPhoneNum |
| Recipient Email Address | byerlyfdn@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO DARLINGTON COUNTY, SOUTH CAROLINA AND SURROUNDING COMMUNITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hartsville Christmas in April | |||||||
| 405 Hawthorne Drive PO Box 578 | Hartsville | SC | 29550 | NONE | Public | Community Support | $40,000 |
| Trees for Tomorrow | |||||||
| 214 N Fifth Street PO Box 578 | Hartsville | SC | 29550 | NONE | Public | Community Support | $10,000 |
| Pee Dee Coalition agst Dom Sex Assa | |||||||
| PO Box 1351 | Florence | SC | 29503 | NONE | Public | Community Support | $42,200 |
| Black Creek Arts Council | |||||||
| PO Box 24 | Hartsville | SC | 29550 | NONE | Public | Community Support | $30,000 |
| Hartsville High School | |||||||
| 701 Lewellyn Ave | Hartsville | SC | 29550 | None | Public | Public School Support | $33,000 |
| Darlington County First Steps | |||||||
| PO Box 1357 | Hartsville | SC | 29551 | None | Public | Community Support | $29,630 |
| Free Medical Clinic of Darlington C | |||||||
| 203 Grove St | Darlington | SC | 29532 | None | Public | Community Support | $20,000 |
| Community Fdn for a Better Hartsvil | |||||||
| 214 N Fifth Street | Hartsville | SC | 29550 | None | Public | Community Support | $125,000 |
| Kalmia Gardens | |||||||
| 1624 W Carolina Ave | Hartsville | SC | 29550 | NONE | Public | Community Support | $17,000 |
| Coker College | |||||||
| 300 E College Ave | Hartsville | SC | 29550 | NONE | Public | Community Support | $500,000 |
| Hartsville Middle School | |||||||
| Highway 151 | Hartsville | SC | 29550 | NONE | Public | Public School Support | $10,000 |
| Hartsville Community Chorus | |||||||
| 7002 W College Ave | Hartsville | SC | 29550 | NONE | Public | Community Support | $5,000 |
| Carolina Kids | |||||||
| PO Box 28 | Hartsville | SC | 29551 | NONE | Public | Community Support | $17,500 |
| Hartsville Police Department | |||||||
| 135 W Carolina Ave | Hartsville | SC | 29550 | NONE | Public | Community Support | $6,000 |
| Darlington County Habitat for Human | |||||||
| PO Box 1983 | Hartsville | SC | 29551 | NONE | Public | Community Support | $60,000 |
| City of Hartsville | |||||||
| PO Drawer 2497 | Hartsville | SC | 29550 | NONE | Public | Community Support | $60,000 |
| SC Lions Foundation | |||||||
| 234 Outlet Pointe Blvd Suite C | Columbia | SC | 29210 | None | Public | Community Support | $5,000 |
| Cypress Adventures Inc | |||||||
| PO Box 405 | Hartsville | SC | 29550 | None | Public | Community Support | $35,000 |
| Darlington County Disabilities Spec | |||||||
| 201 North Damascus Church Road | Harstville | SC | 29550 | None | Public | Community Support | $21,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,067,130 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hartsville Middle School | |||||||
| Highway 151 | Hartsville | SC | 29550 | None | Public | Public School Support | $26,980 |
| Hartsville High School | |||||||
| 701 Lewellyn Ave | Hartsville | SC | 29550 | None | Public | Public School Support | $10,000 |
| Darlington County First Steps | |||||||
| PO Box 1357 | Hartsville | SC | 29551 | None | Public | Community Support | $24,200 |
| Hartsville Community Chorus | |||||||
| 7002 W College Ave | Hartsville | SC | 29550 | None | Public | Community Support | $5,000 |
| City of Hartsville | |||||||
| PO Drawer 2497 | Hartsville | SC | 29551 | None | Public | Community Support | $100,000 |
| Coker College | |||||||
| 300 E College Ave | Hartsville | SC | 29550 | NONE | Public | Community Support | $450,000 |
| Hartsville Police Department | |||||||
| 135 W Carolina Ave | Harstville | SC | 29550 | None | Public | Community Support | $24,000 |
| Hartsville Family YMCA | |||||||
| 111 East Carolina Ave | Harstville | SC | 29550 | None | Public | Community Support | $46,900 |
| Cypress Adventures Inc | |||||||
| PO Box 405 | Hartsville | SC | 29550 | None | Public | Community Support | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $727,080 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $480,455 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $903,942 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $480,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $903,942 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,384,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $19,133 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,393 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| ASSET | 1997-09-30 | $94,916 | $82,432 | SL | 25.0000 | $3,797 |
| ASSET | 2000-09-30 | $106,904 | $38,375 | SL | 39.0000 | $2,741 |
| ASSET | 2000-10-18 | $41,678 | $14,964 | SL | 39.0000 | $1,069 |
| ASSET | 2000-11-14 | $2,257 | $839 | SL | 39.0000 | $58 |
| Heat Pump | 2005-08-30 | $5,631 | $3,424 | SL | 15.0000 | $375 |
| Computer Equipment | 2011-10-14 | $1,399 | $840 | SL | 5.0000 | $280 |
| Building Improvements | 2013-08-31 | $14,650 | $1,587 | SL | 10.0000 | $1,465 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $47,525 | $47,201 | $324 | $324 |
| Buildings | $251,385 | $148,074 | $103,311 | $103,311 |
| Improvements | $39,928 | $28,329 | $11,599 | $11,599 |
| Land | $20,000 | $20,000 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Community Relations Expense | $6,286 | $6,286 | |
| Dues and Subscriptions | $14,278 | $9,994 | |
| Insurance | $14,239 | $11,526 | |
| Investment Account Expenses | $114,335 | $114,335 | |
| Miscellaneous | $18,345 | $12,841 | |
| Other Expense | $12,102 | $8,473 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional Fees | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,457 | ||
| FOREIGN TAXES | $125 | $125 | |
| PAYROLL TAXES | $5,558 | $3,891 | |
| PROPERTY TAXES | $2,060 | $1,441 |
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